DR 314: How to Leave Your Expensive Investment Advisor

Published: May 16, 2019, 6:07 a.m.

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In this podcast, Rob takes a deep dive into what you get when you pay high advisory fees. He\\xa0compares the Fidelity Freedom 2050 target retirement fund with the similar Vanguard 2050 retirement fund. He ends off with\\xa0three questions to ask yourself before you leave an expensive managed investment fund:

  • Is my advisor\\u2019s strategy truly adding value to my portfolio?
  • Am I comfortable having all my money in just three or four funds?\\xa0
  • How will I handle it when my portfolio underperforms?\\xa0
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